Canaccord Genuity

Independent Financial Adviser 41 Lothbury, London, EC2R 7AE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £10bn.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • EEA
    • Rest of world
Meet our advisers
Nero Patel FPFS CFP
Senior Wealth Adviser
Accreditations
Chartered Financial Planner
What our clients say
“You’ve been amazing…thank you very much” “So good to find someone who isn’t simply trying to skin me of my last penny” “Really appreciate your honest and prompt help”
Nick Feinberg, Creative Director, Heart FM, Cape Town
Having spoken to a number of IFAs who insisted that I put all my funds on a platform, it was refreshing to work with Nero who was able to deal with my existing affairs without moving things around. Would be happy to recommend.
Mrs W, London
Highly recommend Nero and his investment colleagues who have saved me a lot in unnecessary fees and I can now see exactly how I am invested
City professional, Canaccord's offices, behind the Bank of England
Nero helped me sort out my pension affairs getting me out of the poor funds my previous IFA selected. My funds are now constantly monitored and in a much better pension company.
Mr Payne, Huddersfield
Where to find us
About us

Financial planning is about creating, organising and preserving assets efficiently from a tax and investment perspective, and according to individual objectives. Our knowledge is broad and encompasses the following main areas of expertise:

Retirement planning, Mitigation of income tax, capital gains tax and inheritance tax, Life assurance and ill-health protection, Investment management and Offshore planning.


Please contact Nero Patel, Wealth Planning Director, on or email: for any further information.

Our services

All our services are provided on an independent and transparent fee basis, which ensures that you know how much you are paying and can take comfort from the fact that there is no conflict created through commission payments.

We work closely with your existing investment manager or in conjunction with our panel of investment managers so as to provide a fully integrated wealth management service. We offer a free initial meeting to all clients to discuss their financial objectives.

For the more experienced individuals we offer access to a traditional stockbroking service, IPOs and other more sophisticated investments.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000

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